Sector Allocation Chart

Expressed in horizontal bar chart form in this example, Sector allocation provides a Sector breakdown by Industry Type. Industry Types can be in any grouping form either customized or following Benchmark breakdown conventions. Optionally, the chart shows how the breakdown can be compared against the associated Benchmark breakdown. This form of chart can be applied to other types of allocation chart such as Currency, Geography, Credit Quality and Market. This chart is typically used for indicating exposure of the security holdings in a mutual fund or ETF and is displayed "as of" a certain date marked by end of trading day or reporting period.